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Salesforce - $CRM

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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Cybersecurity is where the most startups now work with Mars, says its digital chief
13 takeaways: Why a bought CRM beat a built one at Royal Canin, the Work-Bench rule of buy to operate and build to differentiate, and the headache she…
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theCUBE Pod: the thesis moved from the smartest model to who owns the production stack
10 arguments: Why Salesforce customers expect headless access to raise their bill, what makes a non-investment-grade data center bankable, and the case…
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75% who modeled headless access expect to spend more on Salesforce — theCUBE
11 insights: Why a generated screen is the Dreamforce announcement that matters, what Data 360 being a prerequisite does to Agentforce's market, and the…
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"That's not a viable product": Buy Hold Rant on the AI safety fight
15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…
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Atlassian's chief AI officer on the SaaS threat: "We are in 85% of the Fortune 500"
11 lessons: The context graph that cuts a coding agent's token use by 48%, the agent that removed 85% of a Mercedes-Benz triage job, and why vibe-coded…
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"None of us like the product": Lightfield CEO on pivoting away from 25M users
15 lessons: Why he walked away from a 25M-user product, the office space he traded for 10 customers, and the pricing experiment nobody would touch
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Salesforce CEO: it will build the system for nothing and take a share of the outcome
10 insights: Why the $26B Slack deal is the greatest acquisition in software history, the search fix that cut SharkNinja's dead ends from 22% to zero…
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Jensen Huang: a gigawatt AI factory now returns its whole cost in about 1 year
8 takeaways: Why a Grace Blackwell rents at $16 a GPU hour against $5 a year ago, the third kind of data center he says is coming, and why compute can…
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Clari CEO: at least one stalled AI startup a day comes looking for a buyer
12 arguments: Why he says the SaaS-is-dead selloff was a buying opportunity, what actually kills an acquisition, and the three things he runs a…
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Danielle Rios: the GPUs telcos are buying go obsolete in 18 months, not 5 years
14 insights: Why she says operators are signing up for a chip treadmill, what Nvidia actually wants from telco data centers, and the Nokia Bell Labs cut…
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Gil Luria: Adobe is priced as an AI loser and in-line results won't fix it
4 calls: why the burden of proof sits with Adobe, what an internal CEO hire signals, the 10-12x multiple it is stuck with, and his read on Oracle's…
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